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My Portfolio

My Default Watchlist

HoldingLast TradeHolding ValueP/E RatioBetaAnnual DividendConsensus RatingConsensus Price TargetSettings
Amazon.com, Inc. logo
AMZN
Amazon.com
$1,751.60
+$11.12 (0.64%)
$1,751.60
-3.3% ROI
86.971.53-Buy
(Score: 2.98)
$2,192.08
(25.15% Upside)

Apple Inc. logo
AAPL
Apple
$270.71
+$5.13 (1.93%)
$1,624.26
+59.2% ROI
22.771.241.14%
$3.08 per sh.
Hold
(Score: 2.49)
$246.42
(8.97% Downside)

Aviva plc logo
AV
Aviva
GBX 397.90
+GBX 4.90 (1.25%)
£716.22
-7.5% ROI
6.84-0.08%
$0.30 per sh.
Buy
(Score: 2.50)
GBX 480.73
(20.82% Upside)

Bank of America Corp logo
BAC
Bank of America
$33.67
+$0.58 (1.75%)
$1,346.80
+34.7% ROI
12.901.632.14%
$0.72 per sh.
Hold
(Score: 2.43)
$33.13
(1.61% Downside)

Bitcoin logo
BTC
Bitcoin
$7,550.94
+$116.28 (1.54%)
$604.08
-39.0% ROI
-----
JAGAX
JAGAX
Janus Henderson Adaptive Global Allocation Fund - A Shares
$10.41
+$0.01 (0.10%)
$1,041.00
+4.1% ROI
--0.86%
$0.09 per sh.
--
Johnson \u0026 Johnson logo
JNJ
Johnson & Johnson
$140.38
+$0.82 (0.59%)
$1,123.04
+8.0% ROI
17.160.702.71%
$3.80 per sh.
Buy
(Score: 2.62)
$153.27
(9.18% Upside)

Microsoft Co. logo
MSFT
Microsoft
$151.75
+$1.82 (1.21%)
$1,517.50
+51.8% ROI
31.951.231.34%
$2.04 per sh.
Buy
(Score: 3.03)
$160.14
(5.53% Upside)

UnitedHealth Group Inc logo
UNH
UnitedHealth Group
$280.19
-$1.81 (-0.64%)
$1,120.76
+12.1% ROI
21.750.641.54%
$4.32 per sh.
Buy
(Score: 2.75)
$300.95
(7.41% Upside)

VSGNX
VSGNX
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl
$353.38
+$0.32 (0.09%)
$1,060.14
+21.9% ROI
-----
Total+0.9%$12,125.04
+12.9% ROI
32.401.211.03%6.09% Upside

Portfolio Statistics

Asset Allocation by SectorView the asset allocation of your holdings by sector.

Largest HoldingsView the largest investment holdings inside your portfolio.

Holding % of Portfolio
Amazon.com (AMZN)14.45%
Apple (AAPL)13.40%
Microsoft (MSFT)12.52%
Bank of America (BAC)11.11%
Johnson & Johnson (JNJ)9.26%
UnitedHealth Group (UNH)9.24%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)8.74%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)8.59%

Portfolio ReturnsView your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My Cost Basis: $10,743.93

My Holdings Value: $12,125.04

My ROI: +12.9% ROI

My Biggest Winners ROI
Apple (AAPL)+59.2% ROI
Microsoft (MSFT)+51.8% ROI
Bank of America (BAC)+34.7% ROI
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)+21.9% ROI
UnitedHealth Group (UNH)+12.1% ROI
My Biggest Losers ROI
Bitcoin (BTC)-39.0% ROI
Aviva (AV)-7.5% ROI
Amazon.com (AMZN)-3.3% ROI
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)+4.1% ROI
Johnson & Johnson (JNJ)+8.0% ROI

Portfolio PerformanceView your portfolio's performance compared to other indexes over time.

Compare Against 
 

Portfolio P/E RatioView your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My portfolio P/E: 32.4

My Portfolio P/E

32.4

27.32

Average MarketBeat User
P/E Ratio

My Highest P/E Stocks P/E Ratio
Amazon.com (AMZN)86.97
Microsoft (MSFT)31.95
Apple (AAPL)22.77
UnitedHealth Group (UNH)21.75
Johnson & Johnson (JNJ)17.16
My Lowest P/E Stocks P/E Ratio
Aviva (AV)6.84
Bank of America (BAC)12.90
Johnson & Johnson (JNJ)17.16
UnitedHealth Group (UNH)21.75
Apple (AAPL)22.77

Portfolio Volatility (Beta)View your portfolio's beta, which is a measurement of how closely correlated the volatility of your holdings are to the broader market.

My Beta: 1.21

My Risk Level

1.21

1.26

Average MarketBeat
User Risk Level

Most Volatile Stocks In Portfolio: Beta
Bank of America (BAC)1.63
Amazon.com (AMZN)1.53
Apple (AAPL)1.24
Microsoft (MSFT)1.23
Johnson & Johnson (JNJ)0.70
Least Volatile Stocks In Portfolio: Beta
UnitedHealth Group (UNH)0.64
Johnson & Johnson (JNJ)0.70
Microsoft (MSFT)1.23
Apple (AAPL)1.24
Amazon.com (AMZN)1.53

Average Market CapView your portfolio's market cap allocation vs other users' market cap allocations.

My Average Market Cap: $594.95 billion

My Average Market Cap

$594.95 billion

$89.12 billion

Average MarketBeat
User Market Cap

Highest Market Cap Stocks In Portfolio: Market Cap
Apple (AAPL) $1.20 trillion
Microsoft (MSFT) $1.16 trillion
Amazon.com (AMZN) $868.44 billion
Johnson & Johnson (JNJ) $371.38 billion
Bank of America (BAC) $302.87 billion
Lowest Market Cap Stocks In Portfolio: Market Cap
UnitedHealth Group (UNH)$264.70 billion
Bank of America (BAC)$302.87 billion
Johnson & Johnson (JNJ)$371.38 billion
Amazon.com (AMZN)$868.44 billion
Microsoft (MSFT)$1.16 trillion

Forecasted Earnings GrowthView your portfolio's forecasted earnings growth vs other users' forecasted earnings growth.

My Forecasted Earnings Growth: 15.61%

My Average Forecasted Earnings Growth

15.61%

-7.64%

Average MarketBeat
Forecasted Earnings Growth

Highest Forecasted Earnings Growth In Portfolio: Forecasted Earnings Growth
Amazon.com (AMZN)31.83%
Apple (AAPL)28.26%
UnitedHealth Group (UNH)27.64%
Microsoft (MSFT)26.53%
Bank of America (BAC)15.33%
Lowest Forecasted Earnings Growth In Portfolio: Forecasted Earnings Growth
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)0.00%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)0.00%
Johnson & Johnson (JNJ)10.88%
Bank of America (BAC)15.33%
Microsoft (MSFT)26.53%

Portfolio DividendsView your portfolio's overall dividend yield, the total of annual dividends you should receive each year and your upcoming dividend payments.

My portfolio dividend yield: 1.03%

My portfolio payout ratio: 12.87%

My portfolio average dividend growth: 0.00%

My annual dividend payout: $125.05

My Top Yielding Stocks Yield
Johnson & Johnson (JNJ)2.71%
Bank of America (BAC)2.14%
UnitedHealth Group (UNH)1.54%
Microsoft (MSFT)1.34%
Apple (AAPL)1.14%
Upcoming Dividend Payments Date
Johnson & Johnson (JNJ)12/10/2019
Microsoft (MSFT)12/12/2019
UnitedHealth Group (UNH)12/17/2019
Bank of America (BAC)12/27/2019
Microsoft (MSFT)3/12/2020

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My Portfolio Ideas

These stock suggestions are generated by identifying the holdings that are most frequently included with other MarketBeat user's watchlists that contain similar holdings to your watchlist(s), but are not yet included in your watchlist. Remember that these stock suggestions are just ideas. Never purchase a stock or any other security without doing your own independent research and consulting a qualified financial professional.

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